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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,398 managers (1,416 13F filers) reported a position in JEPI shares at 2026-03-31, 333,259,013 shares in all. 112 filers opened a position and 85 filers sold out during the quarter.

Managers
1,398
13F filers
1,416
New
112
Added
727
Reduced
444
Sold out
85
Shares held by filers
333,259,013

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Comprehensive Money Management Services…7,548$428K0.28%+1,81513F-HRTimeline
Rolek Wealth Management LLC7,542$427K0.31%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …7,529$427K0.04%new13F-HRTimelineGroup
WETZEL INVESTMENT ADVISORS, INC.7,517$426K0.17%+2,88613F-HRTimeline
Selby Wealth Management, LLC7,513$426K0.17%-60513F-HRTimeline
Simplicity Wealth,LLC7,491$425K0.02%+1,13313F-HRTimeline
TAGStone Capital, Inc.7,489$424K0.15%+14313F-HRTimeline
Landmark Wealth Management, LLC7,443$422K0.11%+3,00413F-HRTimeline
Choate Investment Advisors7,435$421K0.01%013F-HRTimeline
BEACON FINANCIAL PLANNING, INC7,410$420K0.16%new13F-HRTimeline
REICON WEALTH ADVISORS, LLC7,383$418K0.32%+1,10313F-HRTimeline
Tepp RIA, LLC7,381$418K0.33%+1,37313F-HRTimeline
Mascagni Wealth Management, Inc.7,366$418K0.3%+99813F-HRTimeline
Hilton Head Capital Partners, LLC7,354$417K0.24%+4,53913F-HRTimeline
Integrity Advisory Solutions, LLC7,338$416K0.05%+22413F-HRTimeline
Cedar Mountain Advisors, LLC7,332$416K0.08%+5,08113F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC7,302$414K0.04%-19513F-HRTimeline
Wealth Management Partners, LLC7,296$414K0.12%+47313F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…7,226$412K0.14%-1,62013F-HRTimeline
STOCK YARDS BANK & TRUST CO7,229$410K0.01%-13213F-HRTimeline
Archford Capital Strategies, LLC7,161$406K0.05%-47,17913F-HRTimeline
Perennial Investment Advisors, LLC7,155$406K0.03%new13F-HRTimeline
Westside Investment Management, Inc.7,170$405K0.06%+50013F-HRTimeline
McAdam, LLC7,146$405K0.02%-64213F-HRTimeline
LEIGH BALDWIN & CO., LLC7,120$404K0.26%-16413F-HRTimeline
CAPITAL CITY TRUST CO/FL7,104$403K0.09%013F-HRTimeline
Sovereign Investment Advisors, LLC7,081$401K0.09%new13F-HRTimeline
Private Capital Advisors, Inc.7,075$401K0.05%+2,25213F-HRTimeline
Z3 Capital Partners, LLC7,075$401K0.1%+40013F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC7,055$400K0.45%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,015$398K<0.01%-1,25813F-HRTimelineGroup
Advisory Advocates, LLC7,010$397K0.41%013F-HRTimeline
Sepio Capital, LP7,000$397K0.02%+9213F-HRTimeline
Abel Hall, LLC7,000$397K0.08%+3,00013F-HRTimeline
Pinion Investment Advisors, LLC6,987$396K0.09%new13F-HRTimeline
Columbia Asset Management6,894$391K0.07%013F-HRTimeline
Venturi Wealth Management, LLC6,860$389K0.02%-34113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.6,855$389K<0.01%-2,91913F-HRTimelineGroup
Gaddis Premier Wealth Advisors LLC6,843$388K0.29%+1,46913F-HRTimeline
Everstar Asset Management, LLC6,782$384K0.2%new13F-HRTimeline
Henderson Brothers Financial Partners, …6,756$383K0.1%13F-HRTimeline
Quadcap Wealth Management, LLC6,748$382K0.04%-49513F-HRTimeline
Vigil Wealth Management, LLC6,745$382K0.31%+113F-HRTimeline
WFA of San Diego, LLC6,743$382K0.31%-32713F-HRTimeline
Cooper Capital Advisors LLC6,682$379K0.27%013F-HRTimeline
Alteri Wealth LLC6,663$378K0.12%+1413F-HRTimeline
BAILARD, INC.6,661$378K0.01%+42513F-HRTimeline
SIGNATUREFD, LLC6,634$376K0.01%+2213F-HRTimeline
PW ADVISORS, LLC \ FL6,605$374K0.28%new13F-HRTimeline
Mission Hills Financial Advisory, LLC6,577$373K0.19%+6713F-HRTimeline
Bank of New Hampshire6,556$372K0.08%-44413F-HRTimeline
Core Wealth Partners LLC6,556$372K0.17%+52313F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC6,555$372K0.02%013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…6,536$370K0.11%+8713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC6,530$370K0.05%-22213F-HRTimeline
Hubbell Strickland Wealth Management, L…6,509$369K0.15%+7213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,508$369K0.01%013F-HRTimeline
White Wing Wealth Management6,469$367K0.22%new13F-HRTimeline
Auour Investments LLC6,361$361K0.11%-10,44713F-HRTimeline
Balefire, LLC6,355$360K0.07%+1,28413F-HRTimeline
Johnson & White Wealth Management, LLC6,354$360K0.15%-3,43213F-HRTimeline
Capital Advisor Network LLC6,343$360K0.5%13F-HR/ATimeline
NavPoint Financial, Inc.6,332$359K0.15%+8513F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.6,321$358K0.13%-5413F-HRTimeline
Synergy Financial Group, LTD6,315$358K0.27%new13F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…6,313$358K0.05%+1,80113F-HRTimeline
EPG Wealth Management LLC6,283$356K0.1%+21713F-HRTimeline
Bull Harbor Capital LLC6,278$356K0.1%13F-HRTimeline
Legacy Wealth Management, LLC / MS6,267$355K0.1%013F-HRTimeline
Roan Capital Partners6,170$350K0.32%13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT6,127$347K0.02%-61013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC6,094$345K0.22%+713F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC6,058$343K0.06%new13F-HRTimeline
Capital Planning LLC6,040$342K0.11%-1,35713F-HRTimeline
Brookwood Investment Group LLC6,027$342K0.04%-2,41713F-HRTimeline
1900 WEALTH MANAGEMENT LLC6,006$340K0.02%-813F-HRTimeline
Level Wealth Management LLC6,005$340K0.16%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT6,001$340K<0.01%new13F-HRTimeline
Welch Financial Planning, LLC5,985$339K0.24%013F-HRTimeline
Global Financial Private Client, LLC5,972$338K0.11%+17213F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT5,938$337K0.16%new13F-HRTimeline
CRUX WEALTH ADVISORS5,872$333K0.13%+6213F-HRTimeline
J. L. Bainbridge & Co., Inc.5,851$332K0.03%+90013F-HRTimeline
CWA Asset Management Group, LLC5,848$331K0.01%+1,31513F-HRTimeline
Glen Eagle Advisors, LLC5,838$331K0.05%+41513F-HRTimeline
Midwest Financial Group LLC5,828$330K0.14%+90213F-HRTimeline
Southland Equity Partners LLC5,756$326K0.06%-85713F-HRTimeline
OARSMAN CAPITAL, INC.5,752$326K0.04%+15713F-HRTimeline
GAMMA Investing LLC5,739$325K0.02%-87413F-HRTimeline
49 WEALTH MANAGEMENT, LLC5,733$325K0.02%-1,55113F-HRTimeline
Wills Financial Group LLC5,785$324K0.12%+1,07413F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…5,700$323K0.08%new13F-HRTimeline
WESPAC Advisors SoCal, LLC5,698$323K0.07%+1,52013F-HRTimeline
Wealth Advisory Solutions, LLC5,650$320K0.07%new13F-HRTimeline
Montz Harcus Wealth Management LLC5,641$320K0.13%+10713F-HRTimeline
TPG Advisors LLC5,630$319K0.2%new13F-HRTimeline
BCS Wealth Management5,618$318K0.06%-4,71813F-HRTimeline
Key Client Fiduciary Advisors, LLC5,578$316K0.11%new13F-HRTimeline
Entelevest, LLC5,558$315K0.32%-1,94313F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC5,553$315K0.23%-1,97513F-HRTimeline
Taylor Securities Services, Inc.5,522$313K0.15%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.5,519$313K0.21%+1513F-HRTimeline
LWM Advisory Services, LLC5,515$313K0.33%013F-HRTimeline
Seelaus Asset Management LLC5,500$312K0.22%+1,70013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC5,433$308K0.05%-1,12813F-HRTimeline
BOS Asset Management, LLC5,408$307K0.08%+19513F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group5,400$306K0.03%013F-HRTimelineGroup
Kuhn & Co Investment Counsel5,400$306K0.2%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,394$306K0.03%013F-HRTimeline
Rollins Financial Advisors, LLC5,387$305K0.05%-53313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP5,360$304K<0.01%+86913F-HRTimelineGroup
Curi Capital, LLC5,360$304K0.01%-1,31213F-HRTimeline
SageView Advisory Group, LLC5,338$303K0.01%+12113F-HRTimeline
Nautilus Advisors LLC5,332$302K0.21%+91913F-HRTimeline
Hutchens & Kramer Investment Management…5,327$302K0.1%+43513F-HRTimeline
Talon Private Wealth, LLC5,317$301K0.04%13F-HRTimeline
Cornerstone Wealth Management, LLC5,298$300K0.02%new13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC5,277$299K0.08%new13F-HRTimeline
Badgley Phelps Wealth Managers, LLC5,232$297K0.01%013F-HRTimeline
Pinnacle Family Advisors, LLC5,207$295K0.14%-41713F-HRTimeline
PATRON PARTNERS, LLC5,200$295K0.13%-91013F-HRTimeline
South Shore Capital Advisors5,167$293K0.21%+80513F-HRTimeline
Connecticut Wealth Management, LLC5,163$293K0.01%new13F-HRTimeline
Newman Dignan & Sheerar, Inc.5,134$291K0.06%+6713F-HRTimeline
KLCM Advisors, Inc.5,110$290K0.03%-33513F-HRTimeline
CPA Asset Management Group, LLC5,092$289K0.1%-16,35313F-HRTimeline
FORTEM FINANCIAL GROUP, LLC5,082$288K0.07%+1,00013F-HRTimeline
Solidarity Wealth, LLC5,039$286K0.05%+3413F-HRTimeline
Sequent Planning LLC4,995$283K0.07%new13F-HRTimeline
SG Americas Securities, LLC5,000$283K<0.01%new13F-HRTimeline
Equity Wealth Partners, LLC4,967$282K0.18%+813F-HRTimeline
Concorde Asset Management, LLC4,961$281K0.14%-10,53313F-HRTimeline
Transce3nd, LLC4,954$281K2.49%+27513F-HRTimeline
Rehmann Capital Advisory Group4,953$281K0.01%new13F-HRTimeline
17 CAPITAL PARTNERS, LLC4,937$280K0.14%+46913F-HRTimeline
Hudock, Inc.4,924$279K0.04%-17613F-HRTimeline
WESPAC Advisors, LLC4,909$278K0.15%-1813F-HRTimeline
Innovative Asset Advisors Group, LLC4,900$278K0.16%13F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC4,871$276K0.12%-113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,870$276K<0.01%-2,23913F-HRTimelineGroup
SUMMIT WEALTH & RETIREMENT PLANNING, IN…4,851$275K0.07%+4113F-HRTimeline
Finivi Inc.4,838$274K0.15%-5813F-HRTimeline
Gallacher Capital Management LLC4,805$272K0.1%+3613F-HRTimeline
Kaizen Financial Strategies4,721$272K0.12%+1,07813F-HRTimeline
NORTHLAND SECURITIES, INC.4,795$272K0.26%-79013F-HRTimeline
Smith Thornton Advisors LLC4,793$272K0.14%-913F-HRTimeline
ROMAN BUTLER FULLERTON & CO4,695$270K0.07%+1,23913F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,750$269K0.03%new13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.4,748$269K0.01%+2013F-HRTimelineGroup
Reliant Wealth Planning4,633$263K0.08%-2,32913F-HRTimeline
HRC WEALTH MANAGEMENT, LLC4,631$263K0.12%+1,07213F-HRTimeline
55 North Private Wealth, LLC4,617$262K0.07%new13F-HRTimeline
Able Wealth Management LLC4,610$261K0.07%013F-HRTimeline
KELLY FINANCIAL GROUP LLC4,601$261K0.07%+68613F-HRTimeline
QTR Family Wealth, LLC4,500$260K0.11%013F-HRTimeline
Redwood Family Wealth LLC4,571$259K0.25%-69713F-HRTimeline
Physician Wealth Advisors, Inc.4,558$258K0.04%013F-HRTimeline
Royal Fund Management, LLC6,046$258K0.02%+80713F-HRTimeline
Quad-Cities Investment Group, LLC4,554$258K0.1%+6713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,528$257K0.01%+1013F-HRTimeline
SONATA CAPITAL GROUP INC4,482$254K0.09%+613F-HRTimeline
SEEDS INVESTOR LLC4,388$254K0.03%new13F-HRTimeline
Welch Group, LLC4,465$253K0.01%+1113F-HRTimeline
Great Lakes Retirement, Inc.4,405$250K0.03%+44413F-HRTimeline
TABLEAUX LLC4,390$249K0.12%-20,39213F-HRTimeline
Chatterton & Associates Inc.4,299$248K0.17%013F-HRTimeline
Dorsey & Whitney Trust CO LLC4,380$248K0.01%+52513F-HRTimeline
Advisor Resource Council4,366$247K0.1%-1,70113F-HRTimeline
Meriwether Wealth & Planning, LLC4,324$245K0.13%-35413F-HRTimeline
Beck Bode, LLC4,317$245K0.04%-2,46313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,309$244K0.02%-3,69613F-HRTimelineGroup
Secure Asset Management, LLC4,304$244K0.04%+60813F-HRTimeline
Trask Adam Roland4,300$244K0.23%13F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC4,288$243K0.02%-1,33713F-HRTimeline
Atlas Brown,Inc.4,270$242K0.07%-19013F-HRTimeline
Compass Ion Advisors, LLC4,252$241K0.02%+52913F-HRTimeline
Embree Financial Group4,244$241K0.03%+2613F-HRTimeline
Penbrook Management LLC4,225$239K0.18%013F-HRTimeline
Atlatl Advisers LLC4,206$238K0.18%+19213F-HRTimeline
WealthTrust Axiom LLC4,194$238K0.06%+413F-HRTimeline
Leverty Financial Group, LLC4,176$237K0.05%-21513F-HRTimeline
Stillwater Wealth Management Group4,170$236K0.15%+30013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC4,131$234K0.13%-41113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,110$233K<0.01%+15013F-HRTimeline
Element Wealth, LLC4,086$232K0.1%-80313F-HRTimeline
BLB&B Advisors, LLC4,054$230K0.01%+3313F-HRTimeline
Virtue Capital Management, LLC4,121$229K0.03%-2,38513F-HRTimeline
Lexington Hill Partners, LLC4,043$229K0.13%+7813F-HRTimeline
Caitlin John, LLC4,042$229K0.14%+1,71213F-HRTimeline
Optivise Advisory Services LLC4,033$229K0.14%new13F-HRTimeline
OPTIMA CAPITAL LLC4,029$228K0.11%-2,61313F-HRTimeline
IFG Advisory, LLC4,000$227K0.65%-23,65013F-HRTimeline
NWAM LLC3,999$227K0.01%new13F-HRTimeline
Putney Financial Group LLC3,978$225K0.23%new13F-HRTimeline
NorthCoast Asset Management LLC3,969$225K0.01%new13F-HRTimeline
MBL Wealth, LLC3,954$224K0.02%013F-HRTimeline
Aspen Wealth Strategies, LLC3,936$223K0.12%-10813F-HRTimeline
Annex Advisory Services, LLC3,928$223K<0.01%-84713F-HRTimeline
West Wealth Group, LLC3,926$223K0.04%-21113F-HRTimeline
Signature Equity Partners, LLC3,904$221K0.12%-11,99813F-HRTimeline